trust

Protecting Your Children and What You Leave Them from Divorce or Lawsuit Using a Heritage Trust

Why do most people prepare an estate plan? Most people do so to take care of their family or loved ones. But the shocking reality is that most of the estate plans we review fail to do this. While there are many reasons for that, we will focus on one of the most important reasons -

2018-05-11T13:57:43+00:00May 11th, 2018|

My son is responsible, my daughter stays in debt — how do I split my estate?

Originally posted on Market Watch -- Published: Feb 16, 2018 8:47 a.m. ET https://www.marketwatch.com/story/my-son-is-responsible-my-daughter-stays-in-debt-how-do-i-split-my-estate-2018-02-16 By Quentin Fottrell, Personal Finance Editor The Moneyist – The ethics and etiquette of your financial affairs I am in my 70s and have two children from a previous marriage of five years. One has a son and the other has two daughters.

2018-02-20T10:51:48+00:00February 20th, 2018|